Causey Demgen & Moore P.c.

Causey Demgen & Moore P.C. is a Registered Investment Advisor with the Securities and Exchange Commission, offering asset management services for municipalities under the RIA exemption. The firm was founded in 1981 and is privately held. Their services include wealth management, litigation support, management consulting, tax preparation, and audit services. For individual clients, the firm provides financial planning and investment management tailored to their goals, utilizing a diversified investment strategy. The firm manages approximately $302,909,667 on a discretionary basis for individual clients. For municipal entities, the firm offers customized investment strategies to achieve financial goals, managing approximately $133,000,000 on a discretionary basis. Causey Demgen & Moore P.C. charges management fees based on assets under management, with rates varying by portfolio value. The firm does not accept performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have the option to impose restrictions on investments. The firm does not vote proxies on behalf of clients and does not have any financial conditions that could impair its ability to meet commitments to clients. Causey Demgen & Moore P.C. is not registered with any State Securities or State Regulatory Authority.